Add data to apps by creating records. When an app builder creates a table, they choose what to call the records in that app.

To learn what a single record is called, review the text on the new record button in the page bar. For example, if the records in this table are called tasks, there is a New Task button.

Add a new record

There are a few ways to add new records, you can:

• Select the add record button in a table
   
• Use the Add record in the global bar
  
• Use the New record in the page bar
  

When you add a new record, you an empty form opens. Start entering values into the fields. Asterisks (*) indicate which fields are required.

If you try to enter data that is not in the correct format, the incorrect characters are rejected. Read our Using forms with field value validation article.

Save a record

When you have finished entering values there are different save options, including:

Edit a record

Find the record you’d like to edit on the table home page in the report that contains the record. You can select the Edit pencil on the record in the table or open the record to view and select the Edit pencil. Make your desired changes and select a save option to save the new values. 

While editing a record, you can 'also:

• Discard changes by selecting Cancel in the page bar
• Edit additional records in the table by using the Previous or Next options in the page bar
• Delete records by using the Delete record option in the page bar (you only see this option if you have permission to delete records)

View a record

Find the record you’d like to view on the table home page or in the report that contains the record. Select View . 

• View the desired record and use the Previous and Next record to view other records in the table.
• Edit the record by using the Edit record pencil in the page bar.
• Add a new record by using the +New record in the page bar.

App builders may make different fields appear depending on if you are adding, editing, or viewing a record.

Add, edit, and view records with steps

App builders can set up different steps for entering data.

If you are editing or viewing a record, you can click on the numbers to navigate to the different steps. If you are adding a record, you can navigate using Back and Next found after the last section on the page or you can navigate using the Back and Next options in the Page bar. 

Add, edit, and view records with tabs

App builders can set up different tabs for data.

Use the tabs to click through the form.

Create new related record pop-up

When you add a new record, you can also add a record to a related table without leaving the form.

To do so:

1. Click Create a new record in the drop-down of the related field.
2. Create a record in the related table using the pop-up.
3. Click Save & close.
   • To discard the new record, click Cancel.

Resolving field value errors

If you enter an unaccepted value in a field you either get a field value validation message, or your data is refused and not entered into the field. You need to enter the correct data or update the value to match the requirements of the field. Learn more about accepted data in our Using forms with field value validation help article.

Changes made while editing

If another user saves a change to the record you’re editing, you are prompted to choose which changes to keep. You can choose to resolve each affected field individually, or use Keep all/Discard all to bulk resolve conflicts in the affected fields.